Usw Hra Fund — Form 5500 plan (Board Of Trustees Usw Hra Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Usw Hra Fund is a benefit plan reported by Board Of Trustees Usw Hra Fund under EIN 62-1548543 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,619 participants and $48,607,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Usw Hra Fund
- EIN
- 62-1548543
- Plan number
- 501
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 2,619
- End-of-year plan assets
- $48,607,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,619 | H, C | 20241011123631NAL0036916656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,607,970
- Total liabilities (EOY)
- $916,726
- Net assets (EOY)
- $47,691,244
- Net assets (BOY)
- $45,095,502
Income & contributions
- Employer contributions
- $3,090,383
- Total contributions
- $3,090,383
- Total income / additions
- $7,004,265
Expenses & distributions
- Benefits paid
- $3,678,321
- Administrative expenses
- $730,202
- Total expenses
- $4,408,523
- Net increase / (decrease)
- $2,595,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pace Industry Union - Mgt. Pension | SERVICE PROVIDER | $563,942 | not reported in the loaded dataset | 2023 |
| Alan Biller Associates Inc. | SERVICE PROVIDER | $71,007 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | SERVICE PROVIDER | $20,265 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | SERVICE PROVIDER | $15,620 | $2,861 | 2023 |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset | 2023 |
| Prisma Nashville, LLC | SERVICE PROVIDER | $11,039 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Usw Hra Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Pace Industry Union - Mgt. Pension — Schedule C compensation
- Alan Biller Associates Inc. — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation
- Prisma Nashville, LLC — Schedule C compensation